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Cameo Industries Corp - Ordinary Shares V.CRU


Primary Symbol: CRUUF

Cameo Industries Corp is mainly engaged in the business of exploring and developing mineral properties. Its projects comprise of Willa Project, Carrizal Cobalt Project, Montreal Cobalt Project and Big Mac gold project among others.


OTCPK:CRUUF - Post by User

Post by Alex_27on Feb 26, 2010 4:48am
539 Views
Post# 16822400

Fundamentals

Fundamentals

Guys, last night was great and everything, but aren't you forgetting the fundamentals?

2,138,450,720 shares outstanding (95% of them are traded under CRUR ticker in Oslo only; the remaining 5% are the old CRU shares that are split between Oslo and Toronto)

$110 m long term debt

Current sp 1.19 (=0.21 CAD)

Market Cap 454 mCAD

EV ~560 mCAD

179 kOz production in 2009

3,870 kOz reserves at 1.6 g/t

or $3,128 per Oz of production

or $145 per Oz of reserves

So, if the company solves its issues, there is some upside left, but not that much

Now some other considerations

I am not sure that Endeavour will solve operational issues and drive the sp to its full potential. They destroyed sp of Coalcorp conflicting with some rich Russian guy.

They did not promote Etruscan, although they managed to get rid of the Russian presence. Based on their last PR when they say that the company is undervalued they basically say that they are sellers rather then buyers.

As to Severstal, they proved with HRG that they are greedy and stubborn. They offered 30 cents in summer, got few % and did not buy anything since

Do you own DD, but dig a little deeper!

https://crewdev.com/pdf/press_releases/pr_2009/q4_2009/CRU_NR221209_delivery_of_shares.pdf

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